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What We Are All About

KP Fiduciary Solutions is a high touch fiduciary services company that offers complete estate planning, estate administration, trust and company planning and administration services, including the critical aspects  of high level tax planning and accounting.

Whilst we offer individual client services, we are also the partner of choice for various legal, accounting and financial services companies looking to outsource various fiduciary services as a way of offering holistic services to their clients.

Our Offerings

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@KPFiduciary

- January 6, 2023, 8:53 am

We wish all our clients and partners a happy new year. We can't wait to get on top of those estate planning matters at the top of your new years resolutions lists! 😉 #estateplanning #WillsAndEstates #2023 https://t.co/QoKqkybLUG
h J R
@KPFiduciary

- September 20, 2022, 10:18 am

Estate matters can be both complex and sensitive. Having the right people with the required skill and knowhow is just as important as having people with the necessary emotional awareness. The people behind the matters are the most important! https://t.co/lCYNz7aV3O
h J R

Our Individual Offering

Our individual fiduciary services offering is aimed at individuals seeking personal estate planning, estate administration, professional Will drafting services and other fiduciary related services for themselves and their families.

We take a personal approach, making sure to understand the clients needs and wants. Understanding that every individuals financial and family situation will differ on a case by case basis, and there is no one size fits all solution, we provide tailored solutions.

We provide high touch personal fiduciary services at affordable rates, with our estate administration rates well below the industry 3.5% charged.

 

Our Partnership Offering

Over the past number of years we have established ourselves as the partner of choice for corporates and professional services companies looking to offer quality fiduciary services to their clients without having to establish their own fiduciary team inhouse in house with the required skill.

Through this partnership, we take on the administrative burden and costs required to offer these services to their clients in a professional manner.

Our team is fully equipped with the necessary knowhow and skills required as we offer a specialised service, ensuring that our partners are satisfied that their clients will receive quality and professional fiduciary services at affordable rates. 

 

WHY CHOOSE KP FIDUCIARY SOLUTIONS

Industry Disruptive Fees

Our core belief is to provide value for money and firmly believe we can produce quality work for industry disruptive fees.

PERSONALISED SERVICE

We offer personalised solutions tailored to your personal family and financial needs and goals. Our aim is provide you with a solution that best brings about what you need.

HOLISTIC PROFESSIONAL SERVICE

We provide a holistic service ranging from the planning stage to the implementation stage with a team team specialising in fiduciary services.

WHAT WE DO

Estate Planning

We do comprehensive estate planning. This service includes creating and reviewing estate plans (Wills and other structures), tax and estate duty planning, asset allocation, liquidity etc. We also offer employer initiated estate services for their staff.

Professional Will Drafting

KP Fiduciary Solutions offers a professional Will drafting and review service. This covers local Wills, Offshore Wills and Living Wills.

A professionally written Will is the cornerstone of good estate planning.

Administration of Deceased Estates

We strive to finalise estates as expediently, efficiently and cost effective as possible. We do this by offering a very personal service from a committed team.

Trust & Company Services

We provide full trust, company and PBO registration and administration services, such as trustee services and company secretarial services. These services also include BBBEE advisory and enterprise development.

Investments & Financial Solutions

We (via Korner Perspective) offer comprehensive investment and financiall planning solutions, including investment reciews, retirement planning, liquidity planning and risk benefit reviews.

Tax & Accounting Services

We offer high level tax planning and supervise tax compliance services through the client's tax advisor or through one of our JV partners. As well as provide basic accounting services to trusts, companies and PBOs.